Plan Ledger DOL Form 5500 · updated monthly

Zume, Inc.401(k)

ZUME, INC. 401(K) PLAN · CAMARILLO, CA · plan year 2022

Reported admin expense ratio · 2022
0.46%

Peer grade: C+ · admin costs + employer contributions vs same-size plans · how grading works

Zume, Inc. reported $24,517 in plan administrative expenses for 2022: 0.46% of average plan assets, below the peer median. Employer contributions averaged $0 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 1 year on file its reported administrative ratio rose from 0.46% to 1.56%. The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other accommodation & food services employers. By assets it is among the smaller plans on file in California (7,105th of 9,483), and the 926th of 2,240 in accommodation & food services.

Plan summary
Net assets, end of year$4,691,092
Participants with balances287
Active participants136
Employer contributions$0
Employee contributions$815,657
Employer contribution per active participant$0
Average account balance$16,345
Benefits paid to participants$1,355,494
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2023$2.4M · 142 accts
2022$4.7M · 287 accts
The Zume, Inc. 401(k) match · 2022
Employer contribution per active participant$0
Median for plans this size$1,114

Zume, Inc.'s 2022 employer contribution ran below the $1,114 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history2
2023$55,654 · 1.56%
2022$24,517 · 0.46%
Similar plansAccommodation & Food Services · California
Mina Group LLC CA$4.9M · 0.10%
Sbe Restaurant Group LLC CA$4.4M · 1.90%
Kura Sushi USA, Inc. CA$4.4M · 0.98%
The Jacmar Companies, LLC CA$4.4M · 0.40%

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Source: U.S. Department of Labor, Form 5500 series, EIN 474609168 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.